Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Oakmark has increased its allocation to high-quality companies due to historic underperformance in the quality factor making these businesses highly attractive on a value basis, while continuing to capitalize on corporate governance tailwinds in Japan and Korea.
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Oakmark has increased its allocation to high-quality companies due to historic underperformance in the quality factor making these businesses highly attractive on a value basis, while continuing to capitalize on corporate governance tailwinds in Japan and Korea.
